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Historical Review, recap for everyone in the meeting how we all got here today. Share what you want to cover in the meeting (this is your pre-established goal of the meeting). This could include but is not limited to the below.  Learn more abou...

End Users Objective: Understand their needs and position DORIS as a solution Focus primarily on asking questions and listening: Inquire about their organization's structure and goals Explore current challenges they're facing Understand t...

1. Be sure to fill in all notes on your pre-loaded notes page for that contact.  Enter your meeting in the Black Box for tracking Rate the meeting Action Items: Be sure to follow up on any promise action items If not immediate next ste...

Strategy As a DORIS sales person it is your job to determine if a prospect is a good fit for a PSAM to be conducted. Things to look for include:  Do they care enough about this problem to take action Do they have a budget to engage DORIS Do you...

Purpose Convene the entire decision-making leadership group to understand all aspects of their problem space. They are heard and DORIS ensures that the research is the correct next step. Responsible Party Market Principal and Operations Team Member (Lead Proje...

Purpose To upload participant contact information into QuestionPro (QP) for the distribution of interviews or surveys.This ensures each project’s outreach list is properly formatted, labeled, and ready for sending invitations. Responsible Party Research Ass...

Purpose DORIS creates a scoping document for the prospective client for two reasons: Synthesize the data heard from the meeting into an easily understood format Reflect back to the client what we heard and what DORIS can help them solve Responsible Par...

Purpose Presenting the client with a proposed fee is the final step prior to contracting. This document outlines the promised deliverables and activities DORIS will provide within that scope. Responsible Party Market Principal (with support of Owners) Inte...

Purpose The scoping review meeting is different from the fee review meeting. This meeting is to ensure that DORIS correctly heard from the leadership team the direction and purpose of the possible research project. Responsible Party Market Principle Interd...

  30-minute meeting Client Attendee :: ONLY the client decision-makers Agenda Quick check-in on how things are going after the scoping review meeting. What were people’s thoughts? Review the fee. What does the decision-maker need t...

Purpose Working with the client’s standard contracting processes and DORIS’s leadership, this is the final step before a project goes to operations. Responsible Party Market Principal (with Owner support) Interdependencies Fee has been agreed upon by both part...

Step 1. Draft Newsletters Written internally Reviewed for grammar, spelling, and readability Have at least 3 newsletters ready at any given time Step 2. Add New Names Administrative assistant sends marketing team new names with emails to add to the ...

Prioritizes a trusting team Looks like: Encourages people to talk to each other to manage conflict before escalating. Does not add to the conflict/drama/tension but serves as a sounding board toward resolution. Gets involved if a resolution is not possi...

Cadence of People Managing Check ins are preferred in person, but weekly check-ins can be virtual. Weekly Check-in with direct supervisor (in person or virtual) Monthly Check-in with Tooman (or VP/Director once DORIS grows) - (...

Purpose A quick touch base to ensure open lines of communication - this is NOT a tactical meeting to discuss specific projects or to-dos. It is meant for more relational work, training, and professional development. It is more employee-focused than DORIS oper...

Purpose Intentional time with each employee with higher-level leadership.  Duration = 45 minutes Preferred in person at DORIS office Agenda How’s it going? Personal At DORIS Professional Development / Rock Work Progress ...

Purpose An EOS meeting, where the employee does a lot of the talking. The people manager should sit in curiosity asking questions, beginning with the prompt and asking follow-up questions. The manager should have their own answers to the questions as well, bu...

Purpose This meeting is both a review of performance in the last year, holistically what was achieved and how the employee contributed to the DORIS community. It is a retrospective look back at the previous year and then a prospective planning for the followi...